Advisory Head, Citi

Citi

Location:
Hong Kong SAR, Kowloon

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

Citi Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

Job Responsibility:

Ensure the execution of the commercial strategy and accomplish sales and service goals assigned to the advisory team consisting of senior bankers and bankers
Oversee managerial responsibilities such as daily task management, call and email queue monitoring, performance feedback, training, coaching, and ensuring timely processing and resolution of cases, executing and coordinating retention tasks when necessary
Oversee implementation of process improvements and efficiencies to mitigate risk and improve productivity, client experience and team morale
Maintain relationships with key clients, business partners and stakeholders
Review and approve account openings, negotiate interest rates, authorize occasional overdrafts and plan, organize, manage and control human resources, technological and supply needs
Manage activities related with the KYC (Know Your Customer) compliance policy and Anti-money Laundering policies
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Requirements:

10+ years of relevant experience
Bachelor's Degree in Business Management, Economics, Finance or similar field
Experience in product management, procedures, and regulations
Experience in management/coaching, including training and motivating others
Demonstrated leadership skills including mentoring, strategic planning, presentation, negotiation and delegation skills
Proven ability to provide feedback and prioritize
Demonstrated interpersonal skills with focus on relationship- and team-building and collaboration
Proven work ethic, self-motivation and efficient working attitude with a passion for innovation

What we offer:

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses

Additional Information:

Job Posted:
July 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Advisory Head